3-5 years of experience
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Employment Type:
Full time
Job Category:
Financial Analyst
(This job is no longer available)
Itac Holdings, LLC | Birmingham, AL
Grad Date

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Job Description

Job Type: Direct-Hire

Pay Rate: Up to $70,000.00 per hour, DOE

Travel: none

In this job, here are some of the duties to be performed: This position is responsible for monitoring and analyzing both financial and non-financial information for a portfolio of investments to ensure compliance and provide management with the information needed. Track completion of underwriting documentation and provide analysis and modeling to ensure appropriate portfolio investments that meet the company's objectives.

Provides analysis of both financial and non-financial information to executives
Organizes timing, prepares documentation for and participates in annual site visits with management.
Participates in the due diligence process to underwrite the acquisition and development of new projects through financial modeling, market analysis, site visits, and evaluation of all due diligence materials.
Monitors the construction process to ensure that development projects are completed in accordance with legal documents by consistently reviewing the project status with the construction oversight consultant, and developer
Prepares detailed information and reports for management, by assembling and summarizing data, making presentations of findings, analyses and recommendations.
Updates knowledge by tracking new technologies, healthcare trends, studying domestic and international economic and market trends to apply to portfolio analytics

Education: Bachelor's Degree


To be considered for this job, candidates may be required to have the following skills and experience:
Bachelor's degree in finance, accounting or related business field
MBA or CPA preferred
1-5 years relevant experience in finance and/or accounting
Real Estate or Healthcare industry experience preferred

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